This week’s show covers what to do with your old 401k’s, dividend investing, securities-based lending, portfolio construction for retirees, and lots of emails.
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26)
Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26)
2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)
